I believe you are wrong here,
If you dont have the hardware, you dont create the software.
Developers will not code in AVX if Intel/AMD will not have AVX capable CPUs.
Game developers will not create DX-11 games if AMD/NVIDIA will not have DX-11 Hardware(GPUs)
Hardware leads, Software follows
Nope. Now you are conflating the difference between "if you don't build it, then they can't come" versus "if you build it, they will come".
Hardware does not lead, it merely creates opportunity. AVX apps do not exist just because AVX was created. Look at 3DNow. AVX apps exist because AVX exists
and AVX was something software could benefit from taking advantage of.
There is a critical difference, and you are missing that in this blind pursuit of "because they built bulldozer, the software will follow". Software will only follow bulldozer if there is a benefit to doing that versus the alternatives.
SSE did not take off in software because SSE was the future...SSE took off because it had intrinsic advantages over continued use of x87 instructions.
Last I checked Windows was no longer being developed for Itanium, or MIPS. There is a good reason for this. If Bulldozer diverges from mainstream too far, it may well end up where Itanium is, living on non-Windows OS for server apps. That is not software following hardware.
I agree that without hardware there will be no software, but one is not leading the other as a General leads troops into battle. Hardware merely creates opportunity for software, but software will not blindly follow hardware just because it exists. (run many CUDA apps lately? how's your Itanium desktop doing? 3DNow?)
If you look to AMD's past, the strength of the K7 was that it ran apps of the day with aplomb, same with the K8. When Prescott showed up, was its future secured by program recompiles? Why was C2D the success it turned out to be? Was it because software followed hardware?